Podcast
The RITE Retirement Show
Hosted by Cris Wallace · EN
Insurance products are offered through the insurance business WG Insurance Services. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WG Insurance Services are not subject to investment Advisor requirements. AEWM and WG Insurance Services are not affiliated companies. 1897462-1/24 CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S."
10episodes
Episodes
Newest firstAll episodes
The Retirement Tax Shock
2w ago01:00:01Tap to summarizeCan you really count on Social Security, or will shifting demographics tip the scales against tomorrow’s retirees? The Right Retirement Show unpacks financial truths that quietly shape your golden years—from waning benefit power to the surprising spikes in healthcare and taxes. Join Cris, Graham, and Luann as they reveal the spiderweb of challenges retirees face, the overlooked risks to your nest egg, and why building a tailored plan could mean the difference between a cautious ‘no’ and a confident ‘yes’ in retirement. This episode explores why conventional rules might leave you exposed, and hints at strategies that could bring clarity when the math, margins, and laws keep changing.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Navigating Retirement: What Everyone Misses
3w ago01:00:01Tap to summarize"Did you know 70% of retirees will need some form of care—but most never see it coming, much less plan for it?" On this episode of The Right Retirement Show, Chris Wallace and Graham Bauer unravel the complexities behind retirement savings, spending patterns, and why the famous Rule of 55 might trip up even the savviest planners. From late-saving regrets to the overlooked nuances of employer plans, discover how challenges, traps, and changing lifestyles shape the real retirement journey. The discussion pulls back the curtain on commonly misunderstood strategies, leaving listeners wondering what crucial detail they might have overlooked.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Retirement’s Hidden Tax Traps Unveiled
May 1601:00:01Tap to summarizeCould your dream retirement be disrupted by taxes you didn’t even know existed? Today, Graham and Luann shine a light on the ‘invisible’ costs—from the Net Investment Income Tax to surprise Medicare surcharges—that can trip up even savvy savers. Dive into smart strategies for traditional IRAs, uncover why timing and emotions matter as much as investments, and learn how to keep more of what you’ve earned. Is your retirement plan ready for what’s beneath the surface? Tune in for insights that might change your approach—without giving anything away.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →May 2-10 Headlines
May 201:00:01Tap to summarizeIs retirement really the stress-free chapter we imagine, or do global headlines and rising inflation threaten to rewrite the script? Discover how hidden emotional challenges, shifting economic landscapes, and even everyday spending habits weave into the fabric of your financial future. This episode sets a candid tone—revealing hard truths about planning for the unexpected, deciphering market volatility, and the surprising ways life experience matters more than formulas. Find out what most people overlook when preparing for their one shot at retirement.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Permission to Spend and Retirement Fears
Apr 2501:00:01Tap to summarizeWhy do so many retirees hesitate to enjoy the money they’ve spent decades accumulating? Chris Wallace and Graham Bauer reveal surprising truths about underspending, shifting financial fears, and the psychology of “permission” in retirement. Discover the real top concerns for today’s retirees—hint: it’s not just running out of money—and how a well-crafted plan can transform uncertainty into confident living. The conversation challenges conventional wisdom and exposes regrets, but the most powerful insight lies in what makes retirement feel right.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Withdrawal Strategies
Apr 1801:00:01Tap to summarize“Will the way you withdraw money in retirement quietly sabotage your nest egg—without you even realizing it?”This episode of The Right Retirement Show unpacks why withdrawal order, tax buckets, and strategic Roth conversions can make or break your financial future. Chris Wallace and Graham Bauer discuss how powerful forward-looking income planning helps maximize your money, minimize long-term taxes, and even safeguard your spouse. With insights on Medicare IRMA, capital gains, and how even spreadsheet-savvy DIY’ers miss critical details, you’ll learn why checking your plan isn’t just about being smart—it’s about giving yourself permission to actually enjoy your retirement.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Asset Allocation: Acting Your Age
Apr 1101:00:01Tap to summarizeWhat happens when life throws a curveball and you or a loved one suddenly needs round-the-clock care—or faces an unexpected end-of-life decision? Join The Right Retirement Show as Chris, Graham, and Luann tackle the often-avoided topics of life insurance and long-term care. Hear candid stories, surprising statistics, and real-world examples that reveal how unaddressed risks can unravel even a solid retirement plan. Discover why skipping these conversations could ultimately cost far more than anyone expects—emotionally and financially—while gaining insight into strategies that can protect what you’ve worked a lifetime to build.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Pension Myths, Realities, and Retirement Security
Apr 401:00:01Tap to summarizeHow secure does having a pension really make you? Chris Wallace and Graham Bauer uncover the hidden complexities—and potential pitfalls—of relying too heavily on a pension in retirement. They break down the importance of knowing your real numbers (not just estimations), how taxes and survivor options can shrink your benefit, and why even guaranteed income can create a false sense of comfort. This episode explores how seemingly simple choices, like lump sums or survivorship elections, become major, often irreversible decisions—and why even professionals need support to avoid emotional mistakes. Will your pension be a safety net or a blind spot?Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →The Emotional Side of Retirement
Mar 2801:00:01Tap to summarizeRetirement is about more than dollars and math—so why do so many people still focus only on the numbers? Chris Wallace and Graham Bauer reveal why real success comes from tackling the emotional side of financial transition, including overcoming procrastination, giving yourself permission to spend, and finding purpose beyond your career. With honest stories, practical triggers that drive action, and a clear-eyed look at common misconceptions about working with an advisor, this episode helps you build not just a nest egg, but a fulfilling and flexible retirement—no matter what’s happening in the world around you.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Asset Allocation: Acting Your Age
Mar 2101:00:01Tap to summarizeJoin host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, seeking ways to maximize your longevity and wellbeing, or facing psychological and financial adjustments, Cris and the team at WG Financial Group offer practical advice and personal stories to help you retire with confidence. Expect market updates, insights into government changes, conversations about living your best life, and answers to listener questions—all designed to empower you on your retirement journey.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
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